How do you add company information?

Your company information appears on every invoice and quote you send, so it is important to fill it in completely. Here is how to add or update it:

1. Click Settings in the left sidebar.
2. Under the Business section, click Business Information.
3. Fill in the following fields:
   • Business Logo -- Click Choose Image to upload your company logo.
   • Business Name -- Your company or trade name.
   • Business Address -- Start typing and select from the suggestions.
   • Phone -- Your business phone number.
   • Website -- Your company website (optional).
   • Industry -- Select your trade or industry from the dropdown. If yours is not listed, select Other and type it in.
   • Default Currency -- Choose the currency symbol for your invoices and quotes.
4. Click Save Changes when you are done.

All of this information will appear on the documents you send to your clients.

On the Mobile App

1. Tap the More tab (bottom right).
2. Tap Settings.
3. Tap Business Info.
4. Tap any field to edit it:
   • Business Name, Industry, Currency, Address under Business Details
   • Phone and Website under Contact
5. To upload or change your logo, tap the logo area at the top of the screen.

Changes are saved automatically when you confirm each field.